Opera has a total user base of 296 million monthly active users, positioning itself as a major player in browser innovation with expanding AI capabilities. Opera is controlled by Chinese company Kunlun Tech Co., Ltd. which holds 69% shares, enabling access to Asian market growth while maintaining development centers in Europe.
Cyborg Score Rationale
Opera demonstrates strong market position with 296M monthly active users and $615M revenue, leveraging AI integration across products. However, Chinese ownership concentration and competition from major browsers create moderate headwinds. Recent Q4 2025 beat on guidance signals momentum.
Top Insights
Q4 2025 results expected to exceed guidance on both revenue and adjusted EBITDA
Integrated AI features enabling transformative web interaction capabilities across all browsers
MiniPay stablecoin wallet expanding Latin America presence with Tether and real-time payment integration
iOS user growth accelerating with daily active European iOS users nearly tripling over two years
Named Competitors
Chrome — Market-leading browser with extensive ecosystem integration
Firefox — Privacy-focused open-source browser
Safari — iOS/macOS native browser ecosystem
Edge — Chromium-based Windows-integrated browser
Recent Developments
(Feb 2026) Q4 2025 results beat guidance on revenue and EBITDA
(Dec 2025) Launched Opera Neon experimental browser with advanced AI capabilities
(Nov 2025) MiniPay expanded to Latin America with USD Tether support
(Nov 2025) Announced European iOS user growth nearly tripled year-over-year
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